TAILWATER CAPITAL

RIASEC RegisteredEst. 2013
Total AUM
$4B
Discretionary
$4B
100% of AUM
Avg account
$189M
Accounts
21
Employees
46
Advisory reps
3

Firm details

Headquarters
DALLAS, Texas
CRD number
167240
Registered since
March 28, 2013
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tailwater Capital is an SEC-registered private equity manager formed as an LLC in 2013 that primarily serves institutional clients. The firm provides portfolio management for pooled investment vehicles and acts as an adviser, sponsor and general partner for closed-end funds and similar vehicles. Ownership is held by domestic entities and individuals. Fee arrangements include a percentage-of-AUM component plus performance-based fees. Tailwater identifies as an active ESG investor and is not positioned as a capital allocator to external managers; rather it runs its own private funds and vehicles.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • BRIAN BLAKEMAN

    Chief Financial Officer & Chief Compliance OfficerCRD 5072663

Contacts

2 of 2
  • JASON DOWNIE

    Co-Founder and Managing PartnerCRD 2259547

  • JAMES HERRING

    Managing PartnerCRD 6019862

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
4020 Maple Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth